Our insights


Winter Issue Forty One

In this issue

Dr Charles Godden, a recently retired Consultant Paediatrician and former Non-Executive Director of an NHS Trust, thinks the NHS is at great risk of fragmentation.

When the new Conservative administration took over in 2010, admittedly with the support of the Liberal Democrats, it is said that a Treasury minister from the outgoing Labour government left a note…

An exciting wine revolution is taking place in the UK today.

Head of Research, John Royden looks at the unintended consequences of consumer protection and suggests an alternative approach to banker’s remuneration.

Understanding Finance

The slowing global macro backdrop is feeding through to the performance of a range of businesses.

Raytheon Technologies is an American aerospace and defence business split 45% aerospace, 55% defence.

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

Financial theory and countless financial textbooks outline how fixed income investments are traditionally considered, in aggregate, to be a lower risk asset class than equities.

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

We have had a presence in Yorkshire since 2002, when we hired eight investment managers to help us establish a presence in the North of England.

An article on Japanese equities is already of pretty niche interest, so why not go even more niche by starting off with Stephen Sondheim?

Personal taxation is a complicated matter and getting to grips with how you are taxed is not made easier with annual Government alterations to the UK tax rules. We asked paraplanner, Ryan Gordon to…

Senior Investment Manager, York

Following the previous Chancellor’s mini-budget in September, confidence in the UK fell dramatically driving the UK market to a low for the year.

Equity prospects


In its simplest form ServiceNow (NOW) can be described as a software company that helps businesses automate their processes.


Recently I travelled to San Francisco and Seattle on a US company roadshow.


Zurich based Barry Callebaut (BC) trades and manufactures cocoa based ingredients for sweets, pastries, drinks-out-of-vending-machines, ice creams and desserts as well as actually making some of those…

Winter Issue Forty One